IFP Advisors, Inc

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 1641866 TAMPA, FL

Position in FNDA

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$2,650,374

+$332,562 QoQ

Shares Held

81,726

+11.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,650,374	81,726	+11.1%	Shares	Sole	2026-04-13
2025-12-31	$2,317,812	73,558	+7.0%	Shares	Sole	2026-02-06
2025-09-30	$2,142,187	68,748	+2.8%	Shares	Sole	2026-02-06
2025-06-30	$1,915,940	66,874	+8.4%	Shares	Sole	2025-07-24
2025-03-31	$1,689,168	61,671	+6.7%	Shares	Sole	2025-05-05
2024-12-31	$1,715,858	57,773	+119.8%	Shares	Sole	2025-02-04
2024-09-30	$1,566,095	26,290	+51.2%	Shares	Sole	2025-02-04
2024-06-30	$954,784	17,385	+29.8%	Shares	Sole	2024-07-30
2024-03-31	$763,574	13,389	+15.6%	Shares	Sole	2024-07-30
2023-12-31	$641,063	11,582	+20.5%	Shares	Sole	2024-01-09
2023-09-30	$466,085	9,612	+1.0%	Shares	Sole	2023-10-12
2023-06-30	$480,132	9,517	+1.5%	Shares	Sole	2023-08-04
2023-03-31	$456,135	9,372	-33.3%	Shares	Sole	2023-04-18
2022-12-31	$568	14,057	-6.3%	Shares	Sole	2023-02-07
2022-09-30	$637,927	15,003	+42.8%	Shares	Sole	2022-11-08
2022-06-30	$475,351	10,505	+3.5%	Shares	Sole	2022-09-06
2022-03-31	$542,351	10,145	+0.4%	Shares	Sole	2022-08-08
2021-12-31	$561,827	10,103	-15.9%	Shares	Sole	2022-01-12
2021-09-30	$633,002	12,016	+25.0%	Shares	Sole	2021-10-06
2021-06-30	$522,687	9,610	+1.0%	Shares	Sole	2021-07-13
2021-03-31	$481,827	9,511	-28.4%	Shares	Sole	2021-04-30
2020-12-31	$570,235	13,286	+17.3%	Shares	Sole	2021-01-25
2020-09-30	$374,357	11,327	+12.9%	Shares	Sole	2020-10-29
2020-06-30	$318,119	10,029	+5.1%	Shares	Sole	2020-08-05
2020-03-31	$246,748	9,538	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.